Education

Learning pays the greatest dividends.

At its core, IMPACT is about advancing the industry by ensuring that the latest knowledge and insights vital to running a successful practice are shared across the RIA community. Every session and presentation is geared toward continued firm success.

A unique, complete approach.


Learn the latest ways to maintain peak firm performance.

Adopt the latest strategies for delighting clients.

Know how every shift affects you.

Keynote Sessions

Gain new perspectives.


Always a highlight at IMPACT, these large-format sessions feature internationally renowned speakers who never fail to inspire, entertain, and challenge us to see things with a fresh perspective.  

Education Sessions

Learning you can leverage.


There are opportunities to learn everywhere at IMPACT. With so many sessions, we need a lot of experts. Interested in leading an education session? Let us know!

Indicate your interest

Get credit for learning.


At IMPACT we offer continuing education credit for the following accreditations:

Credit for Certified Financial Planner™ (CFP®)

Credit for Investments & Wealth Institute (IWI)

Credit for Continuing Professional Education for CPAs (CPE)

Email us questions you may have, including those involving administrative policies, complaints, self-reporting, or other designations not listed on this page.